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PRINCIPAL REAL ESTATE

801 Grand Ave
Des Moines, Iowa 50392-0001
Tel: 800-787-1621

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About PRINCIPAL REAL ESTATE

PRINCIPAL REAL ESTATE, formally registered with the SEC as PRINCIPAL REAL ESTATE. The firm was established in 11/04/1999. They have over 16 offices throughout the country.

PRINCIPAL REAL ESTATE is a Des Moines, Iowa based Financial Planning firm with nearly $93,913,367,327 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 645 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109008
SEC#801-55618
Assets Managed by Firm$93,913,367,327
No. of Clients643
No. of Advisors645

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PROVIDING MODEL PORTFOLIOS)

Firm Client Information

No. of ClientsAUM
Firm Total643$93,913,367,327
Individuals (other than high net worth individuals)453$120,095,429
High net worth individuals34$81,068,925
Pension and profit sharing plans28$8,718,128,081
Charitable organizations2$351,589,474
Corporations or other businesses7$3,702,232,640

More Retirement Planning firms in Des Moines, Iowa:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PRINCIPAL ASSET MANAGEMENT
801 Grand Ave
Des Moines, IA, 50392-0001
$377,222,976,88268241955
AEGON ASSET MANAGEMENT US
6300 C Street Sw
Cedar Rapids, IA, 52499-5338
$88,549,358,554213258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1776 Pleasant Plain Rd.
Fairfield, IA, 52556-8757
$87,368,733,4964485263312
TRANSAMERICA RETIREMENT ADVISORS, LLC
6400 C Street Sw
Cedar Rapids, IA, 52499
$16,157,423,229212836383
PRINCIPAL SECURITIES, INC.
711 High Street
Des Moines, IA, 50392
$12,105,712,948548441349

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